See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,582 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,781 | $55,415+184.7% | $155,509+1.5% | $74,495+111.8% |
| Participation rate | 91.3% | 61.9%+29.4pp | 78.2%+13.2pp | 67.2%+24.1pp |
| Annual return | 14.62% | 268.50%-253.9pp | 64.67%-50.0pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $8,695 | $2,267+283.5% | $4,672+86.1% | $2,623+231.5% |
| Participant deferral / active EE | $6,947 | $2,836+145.0% | $5,626+23.5% | $4,346+59.9% |
| Admin fee / account holder | $22 | $1,738-98.7% | $15,912-99.9% | $1,942-98.9% |